Customer Orders Module (Overview and list)

The HtkDoli Orders module allows you to consult, search, and manage your customer orders in a way optimized for mobile use. This module interacts directly with the business operation of Dolibarr, by managing classic statuses (draft, validated, in progress, delivered, canceled).

Interface and Features (List)

The main view displays a list of all your customer orders, ordered chronologically or according to your criteria, with a clear display of statuses and amounts.

Consultation and Research

• Search bar: Allows you to quickly search for an order by its reference.
• Sorting: Orders can be sorted by Date (newest, oldest), by Amount (highest, lowest) or by Reference (A-Z, Z-A). When scrolling, a floating indication (letter or date) appears to help you find your way.
• Filters: An icon at the top of the screen allows you to apply Dolibarr business status filters:
  • All: Shows all commands.
  • Draft: Orders being prepared, not yet validated.
  • Validated: Orders validated.
  • In progress: Orders being processed (shipping, production).
  • Delivered: Orders processed and delivered.
  • Canceled: Orders cancelled.

Information displayed (Order Cards)

Each line representing a command displays:

• The order reference (ex: CO2404-0001).
• The name of the associated customer.
• The amount including tax.
• The dates (Order date and expected delivery date).
• The visual status of the order via colored badges reflecting the Dolibarr workflow.

Detail view (Consultation of an order)

Touching an order in the list takes you to the detailed view (OrderDetailView), which shows the complete information of the sales order.

General Information

The detail view brings together all the essential data:

• Reference, amounts, dates, and payment conditions.
• Direct access to the customer file (Third Party) and the contacts associated with this order.
• The product/service lines of the order with their quantities, unit price, discounts, and totals per line.
• History and related documents.

Actions on the order

Depending on the current status of the order and your Dolibarr permissions, you have access to several actions at the bottom of the screen or via a menu:

• Documents: Management and overview of attached documents.
• Contacts: Manage contacts associated with the order.
• Validate the order: Place an order from draft status to validated.
• Create Shipping: Generate a shipping slip for validated or current orders.
• Class Delivered: Mark the order as delivered.
• Have the customer sign: Record the customer’s signature directly on the device.
• Create Invoice: Generate an invoice from an order (requires activation of the corresponding module in Dolibarr).
• Reopen (Draft): Replace a validated order in draft for modification.
• Clone / Duplicate: Create a new order identical to the current one.

Dolibarr business note: Most transformation actions (validate, invoice) require specific rights (permissions) for the user in the configuration of your Dolibarr instance. If an action fails, check your permissions.